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Schedule Your Complimentary 15-Minute Call with a CFP® in Santa Monica

I’m Gustaf Rounick, CFP®, founder of Westlight Wealth — a fee-only fiduciary advisory firm serving families and entrepreneurs across Santa Monica, Venice, Playa Vista, and greater Los Angeles. Whether you’re optimizing a $250k portfolio or stewarding multi-million-dollar family wealth, my mission is to turn financial complexity into clarity.

How I Can Help
• Comprehensive financial planning – goals-based road-maps, cash-flow analysis, and behavioral coaching
• Evidence-based investment management – disciplined asset allocation, tax-loss harvesting, and continuous rebalancing
• Retirement income strategies – Social Security claiming, Roth conversions, and distribution sequencing
• Equity-compensation advice – ISOs, RSUs, ESPP diversification, and concentrated-stock hedging
• Small-business retirement plans – Solo 401(k), SEP-IRA, and cross-purchase agreement funding
• Risk-management reviews – life, disability, and umbrella coverage gap analysis

 

Ready to talk?

Phone: (310) 917-1061

Email: gustaf@westlightwealth.com

Meeting Office (by appointment only): 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401

Registered Office: Venice, CA 90291

Hours: Monday–Friday, 8:00 a.m.–5:00 p.m. PT (evening slots by request)

Click “Schedule” to book your free 15-minute discovery call, or reach out directly — we respond within one business day.



Westlight Wealth is the registered trade name of Rounick Capital Management LLC, a California-registered investment adviser. Advisory services offered where permitted by law.

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Reach Us

Email:  gustaf@westlightwealth.com Phone:  (310) 917-1061 
Hours:  Mon–Fri 8 a.m.–5 p.m.
Location: Venice, CA 90291

  Westlight Wealth is a registered trade name (doing business as) of Rounick Capital Management LLC, a California-based registered investment advisor. All advisory services are offered through Rounick Capital Management LLC. ADV Filing. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The possession of professional designations, certifications, degrees, licenses, industry accolades, media recognition, organizational memberships, or any history of prior experience or success shall not be deemed, construed, or relied upon by any current or prospective client as a representation, warranty, or guarantee that Westlight will deliver, or continue to deliver, any particular outcome, performance level, or degree of satisfaction in rendering investment advisory services.

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